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Extend Salesforce with Clicks, Not Code
Capture Gender-Related Data

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Capture Gender-Related Data

Set up the Gender Identity and Pronouns fields on the Lead, Contact, and Person Account objects to record gender-related data. And, add nonbinary honorifics like Mx. to the Salutation picklist value list to keep the data in sync. You can customize aspects of these fields to suit the unique needs of your company.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: all editions
User Permissions Needed
To customize standard fields: Customize Application
Note
Note Review your data classification settings and assess legal and privacy considerations before collecting and storing gender-related data.
  1. From the object management settings for the object, go to Fields and Relationships. Next, click the name of the field you want to set up.
  2. Customize the Data Sensitivity Level field, Compliance Categorization field, and Help Text field.
  3. Add or edit picklist values.
  4. Add the fields to page layouts.
  5. Set the field level security.

See Also

 
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